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Mergers and Acquisitions

391 topics in this forum

  1. How to handle testing refunds of seller in a stock purchase.

    By HCE,
    • 1 reply
    • 330 views

  2. Change in Ownership during an aquisition causes AFG situation - What can the one HCE/owner do outside the plan to avoid coverage issue

    By HarleyBabe,
    • 0 replies
    • 248 views

  3. Dental practice "sold"

    By pmacduff,
    • 4 replies
    • 380 views

  4. Merge 401(k) trusts later than designated plan merger date?

    By kmhaab,
    • 3 replies
    • 475 views

  5. M&A-Asset Sale-Use of Seller's 401k Plan Deferral Elections??

    By ERISAGal,
    • 5 replies
    • 501 views

  6. Asset Sale-Sellers Plan Terminating with Participant Loans

    By ERISAGal,
    • 8 replies
    • 359 views

  7. 401(k) Plan as a Party to Sale Agreement?

    By kmhaab,
    • 4 replies
    • 382 views

  8. Partial Acquisition of Company - Merge?

    By khn,
    • 1 reply
    • 367 views

  9. TPA bankers? We are looking to work with a banker who focuses on TPA M&A as we are interested to buy. Who should we talk to?

    By John P,
    • 0 replies
    • 195 views

  10. When is ownership determined for coverage testing?

    By Catch22PGM,   
    • 2 replies
    • 263 views

  11. Freezing a DC Plan Following Stock Purchase

    By Towanda,
    • 2 replies
    • 433 views

  12. Unfamiliar Territory - the merger of 3 companies into one - each with a plan

    By HarleyBabe,
    • 4 replies
    • 241 views

  13. asset sale, 401k overlooked

    By WCC,
    • 7 replies
    • 909 views

  14. 100% vesting for a reduction in force (not a partial term.)

    By Guest Iwonder,
    • 4 replies
    • 2.1k views

  15. One Company that wants to merge two 401(k) plans

    By Dougsbpc,
    • 3 replies
    • 427 views

  16. HCE after merger

    By Nancy D,
    • 5 replies
    • 4k views

  17. Company sold to an Investment Group - effect on 401k Plan

    By Pammie57,
    • 5 replies
    • 692 views

  18. Related Employer Question

    By khn,
    • 1 reply
    • 639 views

  19. Vesting After Plan Merger

    By Catch22PGM,   
    • 3 replies
    • 1.1k views

  20. How do you value a TPA to acquire it? I'm assuming its based on recent comparable EV/EBITDA, but I can't this data.

    By John P,   
    • 1 reply
    • 862 views

  21. splitting pre-tax and Roth in a merger

    By gregburst,
    • 2 replies
    • 1.2k views

  22. Stock Acquisition - Aligning HCE Definition

    By Catch22PGM,
    • 4 replies
    • 1.9k views

  23. Severance From Employment?

    By BTG,
    • 2 replies
    • 1.5k views

  24. Asset sale within a current plan

    By cpc0506,
    • 1 reply
    • 1.2k views

  25. Plan termination wind-up activities post stock merger

    By kmhaab,
    • 7 replies
    • 1.8k views
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